Experienced Financial Services Coordinator

23 hours ago


Green Bay, Wisconsin, United States TMS Financial Full time

Job Title: Experienced Financial Services Coordinator

Job Summary:

We are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at TMS Financial. As a key member of our Investments Team, you will be responsible for ensuring that clients receive exceptional service and support.

Key Responsibilities:

  • Process new accounts, transfers, contributions, and redemptions, beneficiary changes, and address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Respond to phone inquiries, research, and resolve questions, assist clients with requests
  • Verify that all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction, including inbound phone calls, scheduling client appointments, greeting clients
  • Learn and run various specialized financial software applications
  • Create and update various Excel reports, database projects, and other special projects as directed
  • Assist with design of client marketing pieces, website maintenance, and social media
  • Plan and develop client appreciation events, announcements, and newsletters

Potential Future Opportunities:

  • Help manage advisors in a broader OSJ group
  • Become a financial advisor
  • Manage investment trading platform
  • Prepare financial plans

About TMS Financial:

TMS Financial is a family-friendly company with a great work-life balance. We are committed to providing exceptional service to our clients and are looking for a dedicated and detail-oriented individual to join our team.



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